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jshoff-
Go to Cases > New Case and click ... next to the Status drop down. Here you will see a Closed Case? check box, check this for the Case Statuses that are a Closed status.
-Michael
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Hi Angela,
The simplest way is to use the Method Import / Export Tool, click HERE for a webinar on this tool.
-Michael
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Matt-
Action 9 exports the the contents of the grid so having it within a Loop(Actions 8 and 10) is essentially exporting the whole grid or just the checked grid rows multiple times. Normally conditional warning are set before a set of actions not at the very end, a conditional warning stops a set of action from going foward if a certain ...
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HI Matt,
Are you using the Export to Excel action? I just tried this and any field that was not display on the grid at the time of running the action did not get exported. Can you give me some additonal details of the setup?
-Michael
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pdirect- Mobile currently doesn’t support going to another screen so at the moment zooming into a transaction is not possible. As for the Amount taking a look into the default screen design it looks like it is designed to show the Balance of the invoice which in the case of your examples is 0. I will add a suggestion to have it display the ...
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pdirect- What do you mean when you refer to 'Zoom' into a transaction? Can you email the names of specific customers to look at? I took a look at a couple of them and they had amounts greater then 0.
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pdirect- Can you try again now and let me know if it works for you? We refreshed the mobile screens on your account.
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pdirect,
May I login to your account and take a look? If so can you enable MethodSupport.
-Michael
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pdirect,
I am unable to duplicate this. Can you send me or post a screenshot of what it looks like? Also can you test logging onto your mobile screens using a non-mobile device (from your desktop computer) and let me know if you get the same results.
-Michael
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Hi Haiden,
Add the PaymentMethod table to the list of tables. Let me know if this works.
-Michael